Families
Online Enquiry Forms - Web Designer Integration Guide
? Web Designer Integration Guide – Enquiry Forms The enquiry forms allow direct submission into Abacus from external websites and direct links. To maintain consistency and security all enquiry forms must be integrated following the instructions ...
Online Enquiry Forms
To create an online enquiry form, do the following: Click on the Families button and select 'Enquiries': 2. Click 'Online Enquiry Forms' button. 3. The 'Public Enquiry Forms' page is where you see your enquiry forms. These can be used directly, or ...
Deleting a Family
Generally when a child leaves the setting, rather than delete them you would just need to put them onto the left list. You would only need to delete a child in the event that a family has requested that you do so, you have reached a time where you no ...
Completing Enquiries
To complete an enquiry, do the following: Click on the Families button and select 'Enquiries': Select the enquiry you wish to complete. Click on the Complete Enquiry button The 'Complete Enquiry' form will be displayed in a new window: Select ...
Viewing Enquiries
To view all of your live, converted and lost enquiries, do the following: Click on the Families button and select 'Enquiries': By default you will see all of your live enquiries: You can view all of your converted enquiries by selecting the ...
Adding Carers to a Family
Abacus allows you to add different carers to different siblings within the same family but this means that if a carer is related to more than one child in the same family, you will need to assign the carer to each child. To add a new carer to a ...
Adding Children to a Family
To add a child to a family, do the following: Click on the Families button and select 'Families': Click on the name of the family's primary carer in the list to view the family's details. For example: Click on the 'Add Child' button: Enter the ...
Adding Families
To add a new family into your Abacus system, do the following: Click on the Families button and select 'Add Family' The 'Add Family' form will be displayed: First enter the primary carer's details in the 'Add Primary Carer' section of the form. ...